CSI Resources


CSI Customer Training and Software

CSI offers a variety of customer and compliance training resources designed to increase your employees’ knowledge of both the industry and CSI’s services. The courses are delivered through our eLearning system, and many can be taken at your own pace. 

No matter how you choose to learn, CSI’s training courses offer you and your employees opportunities to grow and bring new ideas back to your business.

Core Banking Customer Training

As a valued customer, CSI wants you to understand the full capabilities of our financial technology solutions, so you have the knowledge to use them most effectively. We offer multiple training opportunities, including:

  • NuPoint®
    As a CSI NuPoint
     customer, you can access a variety of training opportunities, including new product training, interactive webinars, hands-on courses and even CSI Live Online training, which offers virtual instruction delivered to your desktop. 

    To view upcoming or recorded training opportunities, log into the eLearning system or to WebSecure and choose the CSI Education Services icon in the left column.
  • Meridian.NET
    Meridian.NET also offers a variety of in-bank training topics and complimentary self-paced eLearning opportunities. Reach out to your account manager about these offerings.

    To view the eLearning catalog, log into the Meridian eLearning Center or to WebSecure and choose the CSI Education Services icon in the left column.

Regulatory Compliance Training

And as a trusted advisor in regulatory compliance solutions, CSI knows you can’t have an effective compliance program without trained staff. That's why we offer Knowledge Bank. 

  • Knowledge Bank
    Knowledge Bank provides self-service training videos on a variety of compliance topics. These online compliance training courses make it easy for you to manage your institution’s training requirements and ensure your employees have the knowledge they need to stay up-to-date on industry regulations.

    CSI's Knowledge Bank is a Web-based, cost-efficient solution with more than 70 on-demand training videos. Content includes banking and financial overviews alongside compliance courses on such regulations as OFAC, the USA PATRIOT Act, Regulation E, Gramm-Leach-Bliley Act, Red Flags Rule and many more.

Contact CSI today to find out more about the training options available to your financial institution.